Earnings summaries and quarterly performance for VODAFONE GROUP PUBLIC LTD.
Research analysts who have asked questions during VODAFONE GROUP PUBLIC LTD earnings calls.
AD
Akhil Dattani
JPMorgan Chase & Co.
2 questions for VOD
Also covers: FNCTF, TEF
AL
Andrew Lee
Goldman Sachs
2 questions for VOD
Also covers: FNCTF, KKPNY, SNRE +2 more
David Wright
Bank of America Merrill Lynch
2 questions for VOD
Also covers: ACET, AP, LBTYA +5 more
JR
James Ratzer
New Street Research
2 questions for VOD
Also covers: LBTYA, TEF
OA
Ottavio Adorisio
Bernstein
2 questions for VOD
Also covers: FNCTF
CM
Carl Murdock-Smith
Citigroup
1 question for VOD
Also covers: FNCTF, LBTYA
GI
Georgios Ierodiaconou
Citigroup Inc.
1 question for VOD
Also covers: KKPNY, TEF
Javier Borrachero Kieselack
Kepler Cheuvreux
1 question for VOD
Joshua Mills
BNP Paribas Exane
1 question for VOD
Also covers: FNCTF, KKPNY, LBTYA +2 more
Maurice Patrick
Barclays Capital
1 question for VOD
Also covers: IHS, KKPNY, LBTYA +2 more
Paul Sidney
Berenberg
1 question for VOD
PT
Polo Tang
UBS
1 question for VOD
Also covers: KKPNY, LBTYA, SNRE
RG
Robert Grindle
Deutsche Bank
1 question for VOD
Also covers: LBTYA, SNRE
Recent press releases and 8-K filings for VOD.
Vodafone Group Public Limited Company Reports Major Shareholding Increase
VOD
M&A
- Emirates Investment Authority increased its total voting rights in Vodafone Group Public Limited Company.
- The new total voting rights held by Emirates Investment Authority is 17.005026%, up from 16.000088% previously.
- This change in voting rights was effective on February 18, 2026.
Feb 20, 2026, 1:31 PM
Vodafone sells stake in VodafoneZiggo
VOD
M&A
New Projects/Investments
- Vodafone has agreed to sell its 50% interest in VodafoneZiggo to Liberty Global for €1.0 billion in cash and a 10% shareholding in the newly formed Ziggo Group.
- The transaction values VodafoneZiggo at 7.1x EV / CY2025 Adjusted EBITDA and 14.2x EV / CY2025 OpFCF.
- Vodafone will also provide certain services, including brand licensing, to VodafoneZiggo, with expected charges of €625 million over the next 10 years.
- The transaction is subject to customary approvals and regulatory clearances and is anticipated to complete in the second half of 2026.
Feb 18, 2026, 1:56 PM
Vodafone Egypt to Acquire Additional Spectrum
VOD
New Projects/Investments
Guidance Update
- Vodafone Egypt, a subsidiary of Vodafone Group, has secured 2 x 10MHz of 1,800MHz spectrum as part of a multi-year investment program by Egypt's Ministry of Communications and Information Technology and National Telecommunications Regulatory Authority.
- The payment for this spectrum will be made in four annual payments, with the initial US$100 million (€84 million) due in FY26.
- This acquisition is expected to significantly enhance data connectivity and meet the growing demand for high-quality services in Egypt.
- Vodafone Group anticipates recognizing an additional intangible spectrum asset of approximately US$350 million (€294 million) as a result of this acquisition.
- Future phases of the program, involving 3,500MHz spectrum allocation and 2,600MHz spectrum renewal, are scheduled to commence in FY28 and conclude by FY32.
Feb 9, 2026, 1:49 PM
Vodafone Group Plc Announces Share Buyback
VOD
Share Buyback
- Vodafone Group Plc announced on February 06, 2026, the purchase of 27,056,765 ordinary shares on February 05, 2026.
- The shares were acquired from Goldman Sachs International at a volume weighted average price of 108.53 pence per share.
- Following this transaction, Vodafone now holds 1,501,537,119 ordinary shares in treasury.
- The total number of ordinary shares in issue, excluding treasury shares, is 23,376,423,638.
Feb 6, 2026, 1:40 PM
Vodafone Group Plc Reports Strong Q3 FY26 Performance and Reiterates FY26 Guidance
VOD
Earnings
Guidance Update
M&A
- Vodafone Group Plc reported strong Q3 FY26 performance, with total revenue increasing by 6.5% to €10.5 billion and service revenue growing by 7.3% to €8.5 billion.
- The company is on track to deliver at the upper end of its FY26 financial guidance for Adjusted EBITDAaL (€11.3-11.6 billion) and Adjusted free cash flow (€2.4-2.6 billion).
- Organic service revenue grew by 5.4% , notably driven by 13.5% growth in Africa and 0.7% growth in Germany.
- Vodafone has completed €3.5 billion in share buybacks since May 2024, with a new €500 million tranche commencing, and expects to grow the FY26 dividend per share by 2.5%.
- Strategic initiatives include the ongoing integration of Vodafone UK and Three UK , the acquisition of Telekom Romania Mobile Communications S.A. assets , and Vodacom Group's agreement to acquire 20% of Safaricom Plc.
Feb 5, 2026, 4:41 PM
Vodafone Group Plc Completes Share Buyback Program
VOD
Share Buyback
- On February 05, 2026, Vodafone Group Plc announced it purchased 10,606,031 ordinary shares from Merrill Lynch International on February 04, 2026.
- The shares were acquired at a volume weighted average price of 114.19 pence per share, with prices ranging from 111.70 pence to 115.15 pence.
- These purchased shares will be held in treasury, bringing the total treasury shares to 1,474,480,354 and ordinary shares in issue (excluding treasury shares) to 23,403,480,403.
- This transaction marks the completion of the share buyback program initiated on November 11, 2025.
Feb 5, 2026, 2:43 PM
Vodafone Reports Q3 2026 Results and Reaffirms FY26 Guidance
VOD
Earnings
Guidance Update
M&A
- Vodafone Group reported Q3 2026 service revenue growth of 5.4% and Group EBITDA growth of 2.3% for the quarter, with year-to-date EBITDA growth at 5.3%, and is on track to deliver the upper end of its FY26 guidance.
- In Germany, consumer broadband revenues have stabilized, with new customer ARPUs 21% higher year-on-year due to price actions, and the 1&1 wholesale migration is now at a full run rate of EUR 0.1 billion in quarterly revenue.
- The company is acquiring a controlling stake in Safaricom to strengthen its position in Africa, capitalizing on structural growth opportunities and Vodacom's strong double-digit performance.
- For fiscal year 2027, Vodafone anticipates continued good EBITDA growth for the group, with the UK merger expected to deliver its first meaningful cost synergies and CapEx increasing as it reaches the peak of its investment program.
Feb 5, 2026, 10:00 AM
Vodafone Reports Strong Q3 2026 Performance and Reaffirms FY26 Guidance
VOD
Earnings
Guidance Update
M&A
- Vodafone reported Group service revenue growth of 5.4% and Group EBITDA growth of 2.3% in Q3 2026, and is on track to deliver the upper end of its FY26 guidance.
- In Germany, fixed broadband churn is below the majority of European markets, with inflow ARPU up 21% year-over-year, and the EUR 0.1 billion quarterly revenue run rate from the 1&1 transfer is now achieved. Germany's EBITDA performance is expected to be better in H2 2026 than H1.
- The company is acquiring a controlling stake in Safaricom to strengthen its position in Africa and expects continued good growth for overall group EBITDA into fiscal 2027.
- Vodafone remains confident in the multi-year outlook for adjusted free cash flow growth for 2027, despite an anticipated step up in UK CapEx in fiscal 2027, which marks the peak of its GBP 11 billion investment program.
Feb 5, 2026, 10:00 AM
Vodafone Reports Strong Q3 2026 Performance and Reiterates FY 2026 Guidance
VOD
Earnings
Guidance Update
M&A
- Vodafone reported strong Q3 2026 results, with Group service revenue growing by 5.4% and Group EBITDA by 2.3%, and is on track to deliver the upper end of its FY 2026 guidance.
- In Germany, consumer broadband revenues have stabilized, supported by new customer ARPUs being 21% higher year-on-year, and the EUR 0.1 billion quarterly revenue run rate from the 1&1 wholesale agreement has been achieved.
- The company is acquiring a controlling stake in Safaricom to strengthen its position in Africa, where Vodacom is already delivering double-digit growth.
- For fiscal year 2027, Vodafone anticipates continued good EBITDA growth for the group, with the UK investment program peaking and the first meaningful cost synergies expected.
Feb 5, 2026, 10:00 AM
Vodafone reaches agreement with Vi on CLAM settlement
VOD
Legal Proceedings
M&A
- Vodafone Group has reached an agreement with Vodafone Idea Limited ("Vi") to settle the Contingent Liability Adjustment Mechanism (CLAM) and outstanding Vodafone Group service charges.
- The settlement involves Vodafone making a €219 million cash payment and setting aside 3,280 million of its shares in Vi (equivalent to a 3.03% shareholding) for Vi's benefit.
- This agreement results in no net cash payment by Vodafone, as Vi will settle €219 million of outstanding Vodafone Group service charges.
- Both the outstanding service charges and Vodafone's investment in Vi shares are carried at nil value on Vodafone's balance sheet.
- This agreement closes all material open issues between Vodafone and Vi.
Dec 31, 2025, 2:01 PM
Quarterly earnings call transcripts for VODAFONE GROUP PUBLIC LTD.
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